We are straddling the fence in that we're using QW with both CW Manage and HubSpot.
After saving a document and having it either create a Deal in HubSpot or an Opportunity in ConnectWise, I would like to be able to use/access the Deal ID or the Opportunity Number.
Is this already stored somewhere within the document that I can access it or is there a way to grab it and stash it away in a custom text field?
I'm pretty sure I've done this in the past using the Datalink option.
You rock! I knew this was a thing but completely forgot about it. Even had CW already mapped! :P